Purpose1st Financial offers investment management services based on individual client needs, using model portfolios aligned with their financial goals, risk tolerance, and time horizon. They also provide financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. The firm tailors its services to each client's specific situation and goals.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
www.purpose1st.co ·www.linkedin.com/in/makinley-cornley-cramer-1a3... ·www.linkedin.com/in/jamellecornley
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
The annual fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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